Neel Panchal | KAMLESH PANCHAL FINANCIAL SERVICES

About

I have joined my father in his firm which started in June 1989 and we have been serving our clients in an unbiased and genuine way. I have graduated in BBI and post graduated in Masters of Marketing Management from SIMSR.

Practice at a glance

11

Years of Experience

500

Families Served

₹200

Crores Managed

Practice Details

Min Monthly Investment: --

Min Lumpsum Investment: --

Nature of earnings:Commissions

Mode of Meetings: --

Specialises working with:

Language Spoken:

Licenses Held

AMFI Registered Mutual Fund Distributor

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Invest for Goals

Plan Retirement

Build Wealth

Make a Will / Trust

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Complimentary Services

Get any of the free services to experience working with Neel Panchal.

30 Minute Q&A — Ask Me Anything

Financial Goals Analysis

Financial Health Check-up

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Stocks Portfolio Review